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Lehman Financial Resources’s Invesco Quality Municipal Securities IQI Stock Holding History

Lehman Financial Resources’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,504
Closed -$155K – 63
2016
Q4 		$155K Hold
12,504
– – 0.09% 58
2016
Q3 		$172K Hold
12,504
– – 0.1% 55
2016
Q2 		$172K Hold
12,504
– – 0.09% 58
2016
Q1 		$165K Hold
12,504
– – 0.09% 59
2015
Q4 		$158K Hold
12,504
– – 0.09% 58
2015
Q3 		$151K Hold
12,504
– – 0.08% 67
2015
Q2 		$147K Hold
12,504
– – 0.07% 71
2015
Q1 		$157K Hold
12,504
– – 0.07% 72
2014
Q4 		$156K Hold
12,504
– – 0.08% 73
2014
Q3 		$152K Hold
12,504
– – 0.08% 69
2014
Q2 		$154K Hold
12,504
– – 0.07% 68
2014
Q1 		$148K Hold
12,504
– – 0.08% 68
2013
Q4 		$139K Hold
12,504
– – 0.09% 68
2013
Q3 		$145K Hold
12,504
– – 0.09% 60
2013
Q2 		$152K Buy
+12,504
New +$162K 0.1% 55

Other funds holding IQI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lehman Financial Resources's IQI Position: Q1 2017 in Review

Lehman Financial Resources sold out of Invesco Quality Municipal Securities (IQI) in Q1 2017, closing a stake of 12,504 shares — an estimated $155K sold.

Lehman Financial Resources first reported a position in IQI in Q2 2013 and held it in 15 quarters. The position peaked at $172K in Q3 2016. 63 funds tracked by Wall St. Rank hold IQI as of Q1 2017.

  • Lehman Financial Resources reported no remaining Invesco Quality Municipal Securities position as of Q1 2017 after selling out during the quarter.
  • Lehman Financial Resources sold 12,504 Invesco Quality Municipal Securities shares in Q1 2017, an estimated $155K.
  • Lehman Financial Resources first reported a position in Invesco Quality Municipal Securities in Q2 2013 and held it in 15 quarters.
  • Lehman Financial Resources's Invesco Quality Municipal Securities position peaked at $172K in Q3 2016.
  • 63 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2017.

Based on Lehman Financial Resources's 13F filing for Q1 2017, filed 15 May 2017.